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Arthur Hayes· 2026-01-30 21:58
Will Fed chair to be Warsh actually stop money printing? He voted for QE1&2 as a govenor, only after he left the Fed, when it didn't matter, did come out against the policies. The Fed prints bc austerity will collapse the system. Warsh will print the money, BTFD! ...
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Arthur Hayes· 2026-01-30 07:29
Roughly $300bn fall in $ liq over past few weeks driven mostly by $200bn rise in TGA, gov could be raising cash balances to fund spending in case of shutdown. $BTC falling not a surprise given the fall in $ liquidity. https://t.co/ctPjWd8188 ...
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Arthur Hayes· 2026-01-30 03:24
Someone asked me my view on the market, I replied with this. https://t.co/ZGHpqKHfzQ ...
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Arthur Hayes· 2026-01-29 00:55
We don’t need no regulation.Leave ‘dem devs alone!Trending Bitcoin (@TrendingBitcoin):COINBASE CEO SAID LIVE ON FOX:BIG BANKS ARE WORKING BEHIND THE SCENES TO BLOCK THE PRESIDENT’S PRO-CRYPTO AGENDA.THEY WANT TO SLOW DOWN ADOPTION.THEY WANT TO CONTROL THE SYSTEM.THEY WANT TO STOP CRYPTO.THE FIGHT IS REAL 🔥 https://t.co/lMb9Gbb3cd ...
X @Arthur Hayes
Arthur Hayes· 2026-01-27 23:18
“Woomph” is a an essay on my theory about how the Fed could be printing money to manipulate the yen and JGB markets. If true money printer go fucking BRRRR!https://t.co/VdCUcd784t https://t.co/loIlR5nOd0 ...
X @Arthur Hayes
Arthur Hayes· 2026-01-26 23:23
What should I do if $RIVER hits $100 by the beginning of next week? https://t.co/sX8CnxXGxt ...
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Arthur Hayes· 2026-01-25 20:57
$BTC needs some of that $RIVER energy. https://t.co/sMnSVB0Clq ...
X @Arthur Hayes
Arthur Hayes· 2026-01-23 20:49
Very boolish if true for $BTC. This assumes Fed prints $, creates banking reserves. $'s are then sold to buy yen. If the Fed is manipulating the yen, we will see its b/s grow via the Foreign currency denominated assets line item which comes out weekly in the H.4.1 release. https://t.co/MrmWfGG1NR ...
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Arthur Hayes· 2026-01-21 20:08
Paddle, Paddle, Paddle$RIVER https://t.co/MS17CGLNOl ...
X @Arthur Hayes
Arthur Hayes· 2026-01-21 05:27
The prob for treasuries is when Japanese investors stay home bc higher yields on JGB and stop funding Pax Americana. https://t.co/3aYsJCKUIp ...